Yismaldy Larios is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. Outside of finance, he is involved in a construction and remodeling business as an owner and partner. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2026, Jaime worked at Valic Financial Advisors for 13 years and at AGIA for 4 years. Jaime also holds an agent position involving non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, supported by proprietary and third-party research, offering both discretionary and non-discretionary management.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Angle is also involved in several independent business ventures, including ownership roles in wealth management firms and acting as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Miguel Rosas Aude is a CFP® with two years of industry experience, currently advising at Robert W. Baird & Co. He previously held roles at Comerica Wealth Management, Fisher Investments, Citigroup, and Wells Fargo in various capacities between 2013 and 2026. He is part of The DDK Group at Baird, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Nathaniel Woods is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several other firms and organizations. Outside of financial advising, he has experience with businesses including Danforth Communications, LLC, and Obscurity Brewing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized services.

Max Francis is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Ross Aviation and Willowbend Country Club, as well as teaching positions at Assumption University and Barnstable High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Julia Burke is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with individuals and families to develop tailored financial plans and strategies aligned with their goals, values, and concerns. Julia's experience at Fidelity Investments spans several roles since 2020, including Workplace Planning Consultant III, II, and I, as well as Customer Relationship Advocate. Through these positions, she has gained expertise in workplace planning and client relationship management. No information regarding Julia's education, credentials, personal interests, or community involvement has been provided.

Christopher Mulville is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity in Tampa, FL. He has been with Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Walid Mourad is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with a comprehensive approach to managing their wealth, beginning by understanding the client's personal and financial situation and what matters most to them. He helps create customized wealth management strategies that are adaptable to changing client needs and market conditions. Walid also provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Walid holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations and earned a Master of Business Administration (MBA) from the University of Wisconsin System. Walid participates in community activities, reflecting the tradition of Merrill Lynch's community involvement, and dedicates time to volunteering with local organizations. In his personal time, he enjoys biking, boating, camping, cooking, fishing, gardening, running, swimming, traveling, and spending time with his family.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is an officer in a real estate business based in Key West, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates to support its financial planning process.

Mary Ebert is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at Cervidea NutraScience from 2019 to 2021. Outside of finance, she has operated Mary Ebert Photography since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Crystal Bahr is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2008 and is based in Tampa, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Richard Marcatos is a CFP® with 30 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services. Outside of his advisory role, he is a passive investor and sole proprietor of a restaurant/bar/nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Barbara Sekely is a Series 66 licensed financial advisor with LPL Financial, based in Odessa, FL, bringing 16 years of industry experience. She previously worked at Waddell & Reed, Inc. for 11 years and has been involved with various insurance carriers and community organizations including Pow Power of Women and CABA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

James Martin is a CFP® with 16 years of industry experience, currently affiliated with Cetera in Tampa, FL. His career includes roles at Regions Bank, BBVA Wealth Solutions, Lincoln Financial Advisors, and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered advisor providing services to individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment solutions.

Jonathan L. Crevasse II is a Wealth Management Advisor and Senior Portfolio Advisor with the Penny Crevasse Group at Merrill Lynch Wealth Management in Tampa, Florida. He has been advising affluent individuals, business owners, and corporate executives since 2015, with experience spanning multiple states and international locations including Perth, Australia. Jonathan works closely with clients to develop bespoke financial strategies tailored to individual goals and life priorities. In collaboration with firm specialists, he provides guidance on long-term planning incorporating tax minimization and estate planning. His role includes overseeing both asset accumulation and distribution phases, addressing legacy planning and generational asset transfer strategies. His expertise areas include family wealth management, legacy planning, new wealth management, personal retirement planning, portfolio management, tax minimization, retirement income, and serving specialized sectors such as women and wealth, sports, and entertainment. He earned a Bachelor of Science degree in Business Management from St. John's University in 2012, where he was on the dean's list. Jonathan holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA).

Austin Linsky is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Austin worked as a Financial Advisor at Robert W. Baird & Co. Incorporated from 2019 to 2020, and as a Financial Solutions Advisor - Assistant Vice President at Merrill Lynch from 2014 to 2019. As a Certified Financial Planner™, Austin partners with clients and their families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and legacy goals. He emphasizes understanding clients' long-term needs and delivering a focused, client-centered experience. Outside of his professional work, Austin enjoys activities such as fishing, golf, skiing, and exploring culinary interests.

Timothy Lloyd is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Cetera, Regions Bank, and SunTrust. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its formal advisory role to multiple registered investment companies.

Robert Martin is a financial advisor with Osaic Wealth, Inc. in Tampa, FL, holding a Series 66 designation and 22 years of industry experience. He has worked at Osaic since 2023 and previously spent 12 years with Cetera and its affiliate entities. Martin also operates a sole proprietorship under the name MyPFA, focusing on sales and marketing of securities and insurance products. Osaic Wealth serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a vast network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Casey Mathias is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera since 2023. His prior experience includes roles at Principal Securities and Principal Life Insurance Company. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.